At a Glance
- Tasks: Manage client portfolios and deliver tailored insurance solutions.
- Company: Established insurance business with a supportive culture.
- Benefits: Car allowance, pension, 23-28 days holiday, and professional development support.
- Other info: Hybrid working model with clear training and development pathways.
- Why this job: Step up in your career while building long-term client relationships.
- Qualifications: Experience in insurance and strong communication skills.
The predicted salary is between 30000 - 40000 € per year.
Oxted | Full-time | Hybrid & Field-Based
Package: Car allowance & pension, support for professional qualifications (CII), 23–28 days holiday plus bank holidays & birthday off, clear training and development pathway.
We’re recruiting an Insurance Account Executive to join a well-established insurance business. This role suits someone currently working within a broker environment who is ready to step up into, or has recently moved into, an account management position. You’ll manage a portfolio of SME commercial and high-net-worth personal lines clients, delivering tailored insurance solutions and building trusted, long-term relationships.
Working Style:
- Full-time role based from the Oxted office
- A mix of office, client visits, and home working
- Expected to be in and out of the office a few days each week, depending on client commitments
Key Responsibilities:
- Manage and develop an existing client portfolio
- Convert new business opportunities
- Handle renewals, mid-term adjustments, and policy reviews
- Work closely with underwriters to secure competitive terms
- Identify cross-selling and upselling opportunities
About You:
- Background in general insurance (broker experience welcome)
- Exposure to commercial and/or high-net-worth personal lines
- Ambitious and keen to develop into a sales-focused account management role
- Strong communication and organisation skills
Insurance Account Executive employer: Tate Recruitment
Join a well-established insurance business in Oxted, where we prioritise employee growth and development through clear training pathways and support for professional qualifications. Our hybrid working model offers flexibility, complemented by a competitive benefits package including a car allowance, generous holiday entitlement, and a supportive work culture that values long-term relationships with clients and colleagues alike.
StudySmarter Expert Advice🤫
We think this is how you could land Insurance Account Executive
✨Tip Number 1
Network like a pro! Reach out to your connections in the insurance industry, especially those who work in account management. A friendly chat can lead to insider info about job openings or even a referral.
✨Tip Number 2
Prepare for interviews by researching the company and its clients. Understand their portfolio and think about how you can add value. This shows you're not just interested in any job, but specifically in helping them succeed.
✨Tip Number 3
Practice your pitch! Be ready to explain how your background in general insurance makes you the perfect fit for managing their SME and high-net-worth clients. Confidence is key, so rehearse until it feels natural.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search.
We think you need these skills to ace Insurance Account Executive
Some tips for your application 🫡
Tailor Your CV:Make sure your CV reflects the skills and experience that match the Insurance Account Executive role. Highlight your broker experience and any relevant qualifications, as we want to see how you can step up into account management.
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about insurance and how your background makes you a great fit for managing our SME and high-net-worth clients. Be genuine and let your personality come through.
Showcase Your Communication Skills:As an Insurance Account Executive, strong communication is key. In your application, demonstrate your ability to build relationships and convey complex information clearly. This will help us see how you can connect with clients and underwriters alike.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re proactive and keen to join our team!
How to prepare for a job interview at Tate Recruitment
✨Know Your Insurance Stuff
Make sure you brush up on your knowledge of general insurance, especially in commercial and high-net-worth personal lines. Be ready to discuss specific products and how they can benefit clients. This shows you're not just familiar with the basics but also understand the nuances of the industry.
✨Showcase Your Relationship-Building Skills
Since this role is all about managing and developing client relationships, prepare examples of how you've successfully built trust with clients in the past. Think about times when you went above and beyond to meet a client's needs or resolve an issue.
✨Demonstrate Your Sales Acumen
Be prepared to talk about your experience with converting new business opportunities and handling renewals. Highlight any successful strategies you've used for cross-selling or upselling, as this will show your potential employer that you're ready to take on a sales-focused account management role.
✨Ask Insightful Questions
Prepare some thoughtful questions about the company’s approach to client management and their expectations for the role. This not only shows your interest in the position but also gives you a chance to assess if the company aligns with your career goals.
